Retirement Junction

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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. Retirement Junction is dedicated to the small things…

Bob Carlson


    • Jan 4, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 36 EPISODES


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    Latest episodes from Retirement Junction

    Productive Ways to Use Your Tax Refund

    Play Episode Listen Later Jan 4, 2020


    Are you getting a tax refund this year? Here are a few industrious ways to use your refund to improve your financial future.

    Phased Retirement Realities

    Play Episode Listen Later Dec 28, 2019


    Many workers are considering a phased retirement option. But how realistic is that possibility?

    Tips and Strategies for Cutting Credit Card Debt

    Play Episode Listen Later Dec 14, 2019


    Most Americans have credit cards and many of them are carrying debt on those cards. We will discuss some of the tips and tricks you can use to cut out or even eliminate your credit card debt to help improve your financial situation.

    10 Ways to Maximize Your Retirement Investments

    Play Episode Listen Later Dec 7, 2019


    Are your retirement investments set up to give you the highest possible return? Are you invested in the appropriate assets for your financial journey? This episode discusses some potential ways for you to improve your returns and financial future.

    Life is like a Triathlon

    Play Episode Listen Later Nov 30, 2019


    Comparing the stages of life to the three legs of the triathlon.

    All About Annuities

    Play Episode Listen Later Aug 17, 2019


    Annuities can be confusing and have many different options. So today we are going to talk about what they are and simplifying the concept of an annuity.

    Investment Options for Retirement Planning

    Play Episode Listen Later Aug 10, 2019


    Examining the different types of investment options for retirement planning.

    Forced Retirement and Savings

    Play Episode Listen Later Aug 3, 2019


    Layoffs, downsizing, mergers - Prepare for Retirement that might come earlier than your plan.

    Don’t Hate your Retirement

    Play Episode Listen Later Jul 27, 2019


    Examining potential reasons you may hate your retirement and how to avoid them.

    Saving for Retirement without a 401(k)

    Play Episode Listen Later Jul 20, 2019


    401(k) plans are one of the most popular ways to save for retirement. They can be especially valuable if your employer matches a percentage of your contributions. But what about people who don’t have the option of a 401(k)? In this episode we talk about what your Retirement Savings Options are when a 401(k) isn’t an option.

    Credit Card Debt and Retirees

    Play Episode Listen Later Jul 13, 2019


    What can soon to be retirees do with credit card debt before they retire?

    The Seven Deadly Sins of Retirement Planning

    Play Episode Listen Later Jun 15, 2019


    Examining the Seven Deadly Sins of Planning for Retirement. Are you guilty of any of these?

    Gen-X and Retirement Savings

    Play Episode Listen Later Jun 8, 2019


    The Basics of Life Insurance

    Play Episode Listen Later Jun 1, 2019


    Breaking down the often overlooked ins and outs of Life Insurance.

    Avoiding Probate

    Play Episode Listen Later May 25, 2019


    Discussion on probate and tips and adjustments you can use.

    Winning the Lottery isn't a Retirement Plan

    Play Episode Listen Later May 18, 2019


    Winning the lottery isn’t a retirement plan. But that doesn’t mean some of your dreams are lost.

    Tips for Creating a Retirement Budget

    Play Episode Listen Later May 11, 2019


    In this episode we go over tips and suggestions to help you create a successful retirement budget.

    Rainy Day Feeling

    Play Episode Listen Later Apr 27, 2019


    A rainy day can ruin your mood, a downturn in investments can make you want to panic. Here’s strategies to help avoid both.

    The Right Time to Retire (Not at Half Time)

    Play Episode Listen Later Mar 9, 2019


    Retirement timing is different for everyone. You should have a plan so you avoid a rash and potentially costly decision. Halftime likely isn’t the right time.

    Document Security in the Face of Natural Disasters

    Play Episode Listen Later Mar 2, 2019


    After the water recedes and the fires are out. How will your document’s fair?

    3 Hurdles for Women in Retirement

    Play Episode Listen Later Feb 23, 2019


    Women face different hurdles in retirement from men. We break down three of the most common issues.

    4017 6 Estate-Planning Mistakes Celebrities Made

    Play Episode Listen Later Feb 16, 2019


    So many celebrities die without a will or a legacy plan in place. We discuss how to avoid this and other legacy planning mistakes.

    5 Questions that can Help You Feel More Prepared for Retirement

    Play Episode Listen Later Feb 9, 2019


    Examining the 5 questions that can help you feel more prepared for retirement.

    New Alimony Tax Rules and Your Retirement Savings

    Play Episode Listen Later Feb 2, 2019


    How the Tax Cuts and Jobs Act of 2017 will impact alimony and retirement accounts through new rules.

    Nine Common Misconceptions About Retirement Investing

    Play Episode Listen Later Jan 5, 2019


    Breaking down nine common misconceptions about retirement saving and investing.

    Three Unexpected Retirement Costs

    Play Episode Listen Later Dec 29, 2018


    Breaking down three costly issues you might not be planning for in retirement.

    How to Avoid Running Out of Money in Retirement

    Play Episode Listen Later Dec 22, 2018


    Tips and strategies to avoid running out of money in retirement.

    Recovering from a Late Start on Retirement

    Play Episode Listen Later Dec 15, 2018


    Three ways to help you recover from a slow or unorganized plan for retirement.

    Russian Retirement

    Play Episode Listen Later Nov 17, 2018


    The Golden Rules of Buying Indexed Universal LIfe Insurance

    Play Episode Listen Later Nov 3, 2018


    Protecting Your Social Security Number

    Play Episode Listen Later Oct 27, 2018


    Tips to protect and monitor your social security number in a time of data breaches and hackers.

    The 4 Step Retirement Strategy Workout

    Play Episode Listen Later Oct 20, 2018


    Royal Legacy

    Play Episode Listen Later Oct 13, 2018


    The newest member of the British Royal family has arrived. He’s already begun to create his legacy. Have you?

    Finding your Financial Sherpa

    Play Episode Listen Later Oct 6, 2018


    How to find the right financial services professional to get you to the summit of retirement.

    Beware the Bear Selfie

    Play Episode Listen Later Sep 29, 2018


    Modern life can throw a lot of distractions in our paths. We can be so caught up in chasing the moment, that we endanger our future, both physical and financial.

    Volcano Market Volatility

    Play Episode Listen Later Sep 22, 2018


    Market volatility often feels like a rumbling volcano that could erupt at any time. It’s time to make sure your Market Volatility Emergency Plan is in place.

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